INTRODUCING

CRM SYSTEM
CRM System Brochure

 Automate sales tasks and processes

 Provides performance tracking and reporting tools
 GPS Locator to track the the location and measure the distance travel.
 Sales pipeline management. .
 Analytics and forecasting

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 INTRODUCTION

ULIS Fintech- CRM System is created byn to help users easily manage the multiple
elements of the sales process.You can use it clearly map your sales and marketing
strategies and to automate repetitive work such as follow-ups.The software can help
you to nurture and enrich leads,improve personal relationships with your customers
and more.The application organizes sales data to qualify promising leads and uses
interactive reporting tools to help you track your company’ sales activities.

Real-time dashboard
• Unique and powerful dashboard.
• Simple and sleek dashboard that allows users to locate all essential information such as
existing tasks, sales progress with customers, actionable statistics,new leads and
upcoming events.
• The dashboard is user-friendly which makes it to simple to navigate, read, and edit.
• Another big advantage is users can customize the dashboard to add specific details about
their add new leads,assign task.
• Dashboards is static and interactive, dynamic in nature, time-based (often showing data
in regular or adjustable periods), and is connected in real-time to some variant of a
database.
• ULIS-Sales EOS dashboards are a subset of business intelligence dashboards that deal
specifically with sales-specific metrics such as My folow ups,followup pipeline,outstanding
to be collect,invoice generated list and deatils of leads as well.
Add Ons
• Shows the empolyee hierarchy and leave list.
• Provide the add contact and knowledge base functionality.
• Provide the contacting functionality via email or message and as well as assign task to
members.
• Ability to search the record.

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BENEFITS

Automate Workflow Expenses Management

CRM allows your team to concentrate on
selling rather than worrying about Expenses Management manages the
repetitious but important tasks such as expenses related to tour expenses,admin
updating databases, scheduling upcoming expenses,daily
events or creating follow up conveyanexpenses,administrative
reminders.Ability to manage the user expenses as well as empolyee wise expense
list,email setting one touch back up and ip also.It view the comparsion of expenses .
tracker.

Organize Information Save time

CRM software allows your sales to stay
organized. From acting as a database for
customer information, to scheduling and
tracking mass emails or keeping track of
your task schedules
You don’t have to wait for hours before the
information is handed and al lyou have to
do are to click and get all the info that you
need. The beauty of the ULIS Fintech CRM
Management system is all the necessary
information is there when and where you
need it.

Prioritize Work
Get notifications about the progress of each task, via email, SMS or push notification. Use
the built-in drag-and-drop feature to quickly move tasks to different priorities.

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 FEATUTRES

Designed for salespeople

Salespeople need software designed for their trade. While using regular CRMs can
work, the real magic happens when you use tools that were built to drive sales and
manage leads by ULIS Fintech - CRM.

Fully customizable
CRM system is fully customized to adjust the workflow properly such as proper
maintaining the invoices and quotation list generated of sales . The less complicated it is
to change, the easier it is to personalize the data such as debtors and sales details item
wise and income v/s expenses are customized properly.
Company Area Management
Management handles all the superior wrok of CRM such as the adding the new product
details,new tax updated,adding new units and terms and conditions and maanging the
existing product,tax,units and terms and conditions.

Unifies all tools

Having a single, streamlined view of your sales process gives clarity, and gets your team
on the same page. Supporting apps integrations is available i.e print ,excel sheet export
ans so on.

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 FEATURES

Campaign Management
Campaign Management includes setting up
target clients, mechanizing of work
processes, and measurement of success on
predefined metrics. Two of its sub-feature
are:
Email Management:It helps you track
opened and clicked emails and works with
popular email clients like Gmail
Message:It helps you track opened and
clicked message and works with popular
messaging
Contact Management
Deals and Task In every business sales department, it’s
Allow you to add, assign and track actually people interacting people.
significant items and add them to your Therefore it is necessary to have a coherent
business pipeline. Deals and tasks get contact management system in place.
populated by itself using customer data. Customer data is organized in a centralized
Another way to do this is updated using location. Various customer data like his
real-time information. contact number, demographic, customer
service interaction can be saved and
retrieved here.
Lead Management
Manage the lead area of CRM system by Analytics
adding new leads and maintain the data of
contact person and manange the follow up Analysis the lead details calls details
status ,lead quality,lrad type,lead ,quotation and new customer data.It view
source,lead religion and their the analytic of if any new client or lead
communication mode added to system ,communication details via
email camaign and client wise revenve
genrated.

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 Kabul

Florida Indonesia
Malaysia

Mumbai Pune Nagpur Hyderabad

ULIS Fintech Corporation

Address: Plot #2, Central Warehouse Lane, East Wardhaman Nagar,
Nagpur – 440008, Maharashtra. INDIA
Telephone: +91-712-2680426 Mobile: +91-9022973909
Email: care@ulisfintech.com

Website: www.ulisfintech.com

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